Licensed Financial Planners

Licensed financial planners are an Australian Financial Services Authorised Representive. Part of the Plansoft Financial Planner setup records the Australian Financial Services Licensee number for inclusion in the SOA.

How to Enter the Licence Code

An email from Plansoft contains the Licence code required to give access to the Plansoft Financial Planning (Professional Edition) software. If the software has not already been loaded, select the link button below:

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